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Client Service Consultant 4

Wells Fargo

This is a Full-time position in Dallas, TX posted June 5, 2021.

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ‘Personal Cell’ or ‘Cellular’ in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Commercial Real Estate (CRE) is part of Corporate and Investment Banking (CIB), one of five CEO-led businesses for Wells Fargo. CRE operates globally to deliver a comprehensive platform of financing and banking products for experienced commercial real estate companies including balance sheet lending, CMBS origination and distribution, loan servicing, agency financing for multifamily properties, and debt and equity capital for affordable housing. In addition to being the #1 CRE lender in the U.S., Wells Fargo CRE has also earned other notable accolades, including being the #1 Affordable Housing Lender and the #1 Commercial Mortgage Servicer.

Commercial Mortgage Servicing (CMS) is the industry leader and provider of real estate loan servicing in the United States, with global locations in India. CMS provides the best in class mortgage servicing for a variety of third party customers and stakeholders, including Commercial Mortgage Backed Securities (CMBS), Mortgage Backed Securities (MBS), US Government-Sponsored Entities (GSE), US Department of Housing and Urban Development (HUD), Interim Lenders, Specialized Warehouse Lenders, and Secondary-Market Lenders. CMS also provides loan and portfolio level asset management for SRE/Real Estate Capital markets (RECM) balance sheet loans, and loan and facility level asset management for Commercial Mortgage Loan Finance (CMLF). Services include: payment and escrow processing, cash and treasury management, asset management and surveillance – loan covenants, borrower consent requests, and investor reporting and collateral administration.

The Client Service Consultant 4 position within Commercial Mortgage Servicing Specialized Cash Management Sales plays an integral role to our success. The Client Service Consultant is responsible for consulting with relationship managers and relationship associates to implement Treasury Management products and services and Account Analysis processes for a diverse customer base, including a strong focus on Deposit Account Control Agreement (DACA) accounts and their special requirements. The team operates in a centralized model and is responsible for reviewing, validating, and processing all requests related to Demand Deposit Account openings, closings, and maintenance, ensuring they meet all quality guidelines and regulatory requirements applicable. The team supports a portfolio of over 80,000 bank accounts handled by relationship management team for Commercial Real Estate, Community Lending & Investment, and the Commercial Mortgage Servicing lines of business. 

Specific responsibilities for this position include, but are not limited to:

  • The CSC plays an important role as risk manager by reviewing/validating that all requests for treasury management products and services have proper documentation in place, submitting the request to implement said services on the appropriate bank systems, and confirming they are setup correctly. Further ensuring we are following all required Enterprise and Treasury Management Standards, protocols, and procedures, and meeting all quality guidelines and regulatory requirements applicable.
  • Serving as the control point between the customer facing relationship teams to ensure accurate documentation and processing.

Please note: position is required to be located in one of the listed locations. No relocation assistance is provided.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Required Qualifications

  • 7+ years of client service experience, related business experience, or a combination of both demonstrated through work or military experience

Desired Qualifications

  • 5+ years of client services experience
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
  • Ability to work independently
  • Excellent verbal, written, and interpersonal communication skills
  • Good analysis, tracking, trending, and modeling skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong collaboration skills
  • Strong organizational, multi tasking, and prioritizing skills
  • Strong project management skills

Other Desired Qualifications

  • 5+ years of Treasury Management Sales, Implementation, or Client Services experience
  • Systems experience including: Wholesale Integrated Customer Enrollment (WICE), Online Forms, Commercial Electronic Office (CEO), Unified Access Module (UAM), Account Analysis/Analysis Inquiry Retrieval (AIR), Hogan, TM Legal Wizard, Operations Image Browser (OIB), Web Encapture, Wholesale Customer Information System (WCIS)
  • Ability to meet all Service Level Agreements
  • Excellent risk management skills

Street Address

PA-Philadelphia: 123 S Broad St – Philadelphia, PA
TX-DAL-Downtown Dallas: 1445 Ross Ave – Dallas, TX
NC-Charlotte: 401 S Tryon St – Charlotte, NC


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


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